History > Source

KEY TOPICS:

• Confirm the Existing History Source
• Perform Start Point Analysis if a History Source does not Exist
• Enter History Data with Manual Input
• Master Plan History Source

Establish the History Source for Plan Calculations

About the History Source

Because the current AAP relies on historical data for supporting analyses, including reviews of progress towards goals set in the previous year plan and relies on historical data for supporting analyses,year, the previous plan serves as the History Source. However, the system offers other tools for establishing this historical starting point, if a previous balanceAAP plan does not exist.

Confirm (or Edit) the Existing History Source

On the Create Plan screen, you were asked if you had a prior year’s plan. If so, on the History Settings tab, confirm this plan as the History Source.

You can also select a different prior year’s plan from the provided drop-downs, Manual Input, or Start Point Analysis.

If you did not select a prior year’s AAP at plan creation, the History Settings screen will ask if you would like to create a Start Point Analysis. If Yes is selected, the source on the History Settings menu will be selected as: Start Point Analysis. If No, the History Source will be selected as: Manual Input. You can change these selections, as necessary.

Below are instructions for using Start Point Analysis and Manual Input.

Click [Apply] to save the setting.

Perform Start Point Analysis if a History Source does not Exist

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Import from Existing Plan

If last year’s plan was done in balanceAAP, you should choose to import the history data from that plan. This will ensure your goal attainment and adverse impact calculations are utilizing the appropriate data.

To set a previous plan as the history, select this option, then select the Company, Establishment, and Plan that will be the history from the drop-down lists. Click Save to save the changes.

Enter History Data with Manual Input

To input historical statistics, using data entry, select: Manual Input. Under History Information, select a Job Group from the drop-down, and enter the value for each report group.

As appropriate, identify each group with a goal set in the previous year by checking the box for: Goal. Click [Save] before proceeding to the next Job Group.

Master Plan Settings

Refer to the

Master Plan History Source page.